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Learning

Rusty Vanneman

Chief Investment Officer – Wealth Management

Start strategizing with the bevy of resources produced by Orion’s Chief Investment Officer – Wealth Management, Rusty Vanneman, CFA, CMT, BFA — from his two podcasts, The Weighing Machine and Weighing the Risks, to weekly and monthly market insights, to so much more.

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Rusty

Tech that Gives You the Edge

CRM

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Portfolio Accounting

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Trading

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Risk Intelligence

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Integrations

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Scalable Growth

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Fiduciary Framework

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Behavioral Finance

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Financial Planning

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Market Perspectives

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Operational Efficiency

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Portfolio Accounting

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Personalize Reports For Any Client Preference.

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Redtail CRM

Automate Your Daily Operations through an Integrated CRM Hub.

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Client Portal

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Compliance

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Planning

Seamlessly Connect Your Clients’ Financial Goals with Investment Strategies.

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Trading

Tax-Intelligent Trading at Scale.

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Risk Intelligence

Understand Risk and Uncover Opportunity.

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